See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,897 | $80,717-81.5% | $154,803-90.4% | $84,808-82.4% |
| Participation rate | 81.8% | 66.8%+15.0pp | 78.1%+3.7pp | 68.3%+13.5pp |
| Annual return | 11.99% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,366 | $2,761-50.5% | $4,305-68.3% | $2,631-48.1% |
| Participant deferral / active EE | $1,198 | $3,303-63.7% | $5,540-78.4% | $4,212-71.6% |
| Admin fee / account holder | $785 | $6,746-88.4% | $14,329-94.5% | $7,344-89.3% |